Microsoft Dynamics CRM Toolbar Integration with Ameyo

overview this document outlines the procedure for integrating the ameyo toolbar with microsoft dynamics (msd) crm this integration embeds ameyo's communication functionalities directly into the dynamics 365 interface using the channel integration framework (cif) it enables features like single sign on (sso), screen pop ups for incoming calls, and automated logging of call activities within dynamics key benefits unified agent experience agents can handle calls and access customer information within a single interface, eliminating the need to switch between applications single sign on (sso) allows agents to log in to both ameyo and microsoft dynamics using a single set of credentials, streamlining the login process automated call logging call details, including recording links and dispositions, are automatically saved as "phone call" activities in dynamics, ensuring a complete record of customer interactions multi factor authentication (mfa) support the integration is compatible with mfa configurations for enhanced security functionality embedded toolbar the ameyo toolbar is embedded within the dynamics 365 interface, providing agents with access to all telephony controls sso configuration the integration uses microsoft azure active directory to configure sso, allowing ameyo to authenticate users against dynamics credentials channel integration framework (cif) ameyo integrates with dynamics through the cif app, which facilitates communication between the third party communication widget (ameyo) and the crm custom data fields the integration allows for the creation of custom fields within the "phone call" activity entity in dynamics this enables the logging of ameyo specific data such as call recordings, dispositions, and agent details server side dumping the configuration supports server side dumping, which allows call data and tokens to be managed directly from the server prerequisites a microsoft dynamics 365 account with administrator privileges access to the corresponding microsoft azure portal with the same credentials your ameyo domain name and port number your dynamics crm domain url